1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and any other information you voluntarily provide via forms or communication.Financial Information: For clients, we may collect financial, business, and investment-related information to provide tailored services.Technical Data: IP address, browser type, pages visited, and other analytics-related data via cookies and similar technologies.

2. How We Use Your Information

We use your information to:

Deliver our financial and treasury management servicesRespond to inquiries or customer support requestsSend updates, newsletters, and marketing materials (with your consent)Fulfill regulatory and compliance obligationsImprove website performance and service experience

3. Sharing and Disclosure

We do not sell your personal data. We may share your information with:

Subadvisors and strategic partners (e.g., Treasure FI, Wealth.com, Instead.com) only as necessary to deliver servicesLegal and regulatory authorities when required by lawOur internal service providers (CRM, analytics tools, etc.) under strict confidentiality agreements

4. Data Security

We implement appropriate security measures—including SOC II-compliant platforms, encryption, and secure user authentication—to protect your information from unauthorized access or disclosure.

5. Third-Party Tools and Links

Our website and client portals may contain links or integrations with third-party sites. We are not responsible for the privacy practices of these external platforms.

6. Cookies and Tracking

We use cookies to enhance your browsing experience and analyze website usage. You may disable cookies in your browser settings, though this may affect functionality.

7. Data Retention

We retain personal and financial data as long as necessary to fulfill our services and comply with legal or regulatory obligations.

8. Your Rights

You may request access to your data, correction of inaccuracies, or deletion (subject to compliance obligations). Contact us directly to submit a request.

9. Updates to This Policy

We may update this Privacy Policy periodically. The latest version will always be available on our website with an updated effective date.

10. Contact Us

For any questions or requests related to this policy, please contact: Aligned Wealth Solutions

Email: [email protected]

Phone: +1 (989) 493-9790

Thank you for trusting Aligned Wealth Solutions with your financial information.